证券日报网12月12日讯 震裕科技（300953）在12月11日回答调研者提问时表示，机器人产业需要大量 精密零部件，在材料、热处理、制成工艺、专用设备开发、装配及精度要求上和公司精密模具的制造具 有很多技术共源性。基于此公司于2023年下半年开始，利用自身在超精密制造体系、加工工艺、材料热 处理、加工设备研发等方面的优势独立研发人形机器人线性关节所需行星滚柱丝杆及其他人形机器人所 需的精密加工零件、电机组件等。在精密级进冲压模具领域沉淀的精密制造体系保证了公司能够为客户 提供一揽子综合解决方案，公司经历过新能源电动车产业完整的发展周期，具备精密零部件规模化生产 保证质量一致性及持续降本的丰富经验。 ...

Core Insights - The company, Zhenyu Technology, has signed a strategic cooperation agreement with the Ninghai County Investment Promotion Center to invest 2.11 billion yuan in precision component manufacturing and humanoid robot projects from 2025 to 2030 [1][4] - This investment marks a significant step in the company's strategic shift towards the robotics sector, leveraging its expertise in precision manufacturing [3][4] - The company reported a revenue of 6.593 billion yuan for the first three quarters of 2025, a year-on-year increase of 31.47%, and a net profit of 412 million yuan, reflecting a substantial growth of 138.93% [3] Company Overview - Zhenyu Technology specializes in the research, design, production, and sales of precision progressive stamping molds and downstream precision structural components [3] - The company has been transitioning into the robotics sector, recognizing the significant demand for precision components in the industry [3][4] - The company has begun independent research and development of key components for humanoid robots, such as planetary roller screws and motor components, utilizing its strengths in ultra-precision manufacturing [3] Industry Context - The humanoid robot industry is experiencing rapid growth, driven by advancements in artificial intelligence and expanding application scenarios [4] - There is a growing demand for precision components in the humanoid robot sector, with significant opportunities for domestic manufacturers to replace imports [4] - Zhenyu Technology's investment reflects its strategic vision to capitalize on industry transformation opportunities and its commitment to upgrading from traditional precision manufacturing to high-end robotics components [4]

Core Viewpoint - The company, Zhenyu Technology, is leveraging its expertise in precision manufacturing to independently develop components for humanoid robots, including planetary roller screws and motor assemblies, starting in the second half of 2023 [1] Group 1: Industry Insights - The robotics industry requires a significant amount of precision components, which share many technical similarities with the company's precision mold manufacturing [1] - The company has extensive experience in the complete development cycle of the new energy electric vehicle industry, ensuring quality consistency and cost reduction in the mass production of precision components [1] Group 2: Company Developments - Zhenyu Technology is utilizing its advantages in ultra-precision manufacturing systems, processing technology, material heat treatment, and equipment development to create a comprehensive solution for clients [1] - The company is focusing on the independent research and development of precision processing parts necessary for humanoid robots, indicating a strategic expansion into the robotics sector [1]